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FT Vest Rising Dividend Achievers Target Income ETF
RDVI

191 hedge funds and large institutions have $769M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 111 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 33

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more capital invested

Capital invested by funds: $616M → $769M (+$153M)

14% more funds holding

Funds holding: 167 → 191 (+24)

0.44% less ownership

Funds ownership: 57.27% → 56.82% (-0.44%)

Holders
191
Holders Change
+24
Holders Change %
+14.37%
% of All Funds
2.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
32
Increased
111
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$18.9M
2
Wells Fargo
Wells Fargo
California
+$17.5M
3
LIA
Luken Investment Analytics
Tennessee
+$8.99M
4
RJA
Raymond James & Associates
Florida
+$7.98M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.32M

Top Sellers

1
PA
Pinnacle Associates
New York
-$7.34M
2
Jane Street
Jane Street
New York
-$4.31M
3
PFS
Prospera Financial Services
Texas
-$3M
4
Mariner
Mariner
Kansas
-$2.46M
5
VCM
Virtue Capital Management
Tennessee
-$966K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
51
Trueblood Wealth Management
Ohio
$2.18M +$107K +4,459 +5%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$2.17M +$1.55M +64,610 +276%
FEG
53
Financial Enhancement Group
Indiana
$2.01M +$2.35M +97,969 New
KAS
54
KPP Advisory Services
Kentucky
$2.01M +$239K +9,946 +14%
DADC
55
D.A. Davidson & Co
Montana
$1.96M +$146K +6,066 +8%
AW
56
Atlas Wealth
Ohio
$1.86M +$230K +9,602 +15%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.81M -$182K -7,601 -9%
RA
58
RFG Advisory
Alabama
$1.8M +$115K +4,782 +7%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.8M +$494K +20,599 +39%
SA
60
Sanctuary Advisors
Indiana
$1.77M +$279K +11,626 +21%
HIS
61
Harvest Investment Services
Illinois
$1.7M +$1.65M +68,844 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$1.69M +$297K +12,381 +22%
OL
63
Owen LaRue
Kentucky
$1.68M -$147K -6,144 -8%
GLA
64
Good Life Advisors
Pennsylvania
$1.67M +$472K +19,659 +41%
FIA
65
Foundations Investment Advisors
Arizona
$1.66M -$105K -4,371 -6%
CIA
66
Concurrent Investment Advisors
Florida
$1.58M +$1.2M +50,208 +357%
AWS
67
Atria Wealth Solutions
New York
$1.52M +$418K +17,417 +40%
WS
68
Wedbush Securities
California
$1.5M +$504 +21 +0%
CAL
69
Capital Analysts LLC
Pennsylvania
$1.48M +$178K +7,420 +14%
IA
70
IFP Advisors
Florida
$1.47M +$444K +18,507 +45%
DIM
71
Delta Investment Management
California
$1.45M +$288K +11,984 +25%
BWM
72
BlackDiamond Wealth Management
New York
$1.4M -$362K -15,088 -22%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$25.9K +1,080 +2%
SFS
74
Sowell Financial Services
Arkansas
$1.38M +$1.34M +55,985 New
SSB
75
Sandy Spring Bank
Maryland
$1.37M +$10.9K +455 +0.8%
1 2
3
4 5

RDVI Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q3 2024, worth a combined $769M — up 25% from $616M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RDVI positions and 4 closed out — a net gain of 28 holders — while 111 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.9M. The largest seller was Pinnacle Associates, cutting an estimated $7.34M.

  • 191 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q3 2024, up from 167 in Q2 2024.
  • Funds reported $769M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 32 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q3 2024 and 4 closed out, a net change of +28 holders.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q3 2024 was LPL Financial, an estimated $18.9M added.
  • The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q3 2024 was Pinnacle Associates, an estimated $7.34M sold.

Based on aggregated 13F filings for Q3 2024.